Active Trader Intelligence Platform

Institutional‑grade OMS.
Without the
institutional price tag.

Real-time screener across 700+ instruments spanning US, EMEA and APAC markets. RSI and MA crossover alerts straight to your phone the moment they fire. Full middle office suite, AI signals, and 8+ regulatory frameworks — all in one platform, from £0/month.

✓ No credit card required  ·  ✓ Cancel any time  ·  ✓ 7-day free tier

700+Instruments live
<60sAlert delivery
8+ RegsBuilt-in frameworks
EPOCHOMS
Portfolio Screener Risk Reports
LIVE
£124,870
Portfolio Value
+£2,341
Day P&L
14
Positions
1.82
Sharpe
Portfolio Value — 90 Day
+22.4% ↑
Ticker
Price
Chg%
Signal
⭐ NVDA
$875.40
+2.4%
▲ BUY
MSFT
$412.20
+0.8%
RSI 28
⭐ ASML
€894.60
+1.7%
▲ BUY
AAPL
$189.90
-0.3%
HOLD
XOM
$112.35
-1.2%
▼ SELL
NVDA — RSI Oversold detected • Push + Telegram sent 📱
Live Alert
MA20 Cross ↗
ASML — €894.60
📱 Push sent 0.3s ago
700+
Instruments screened live
8+
Reg frameworks built-in
4
Alert channels
<60s
Alert delivery speed
24/7
Autonomous AI monitoring
What you get

Everything an institutional
trader uses. Priced for everyone else.

Epoch OMS covers the full trading stack — front office signal generation, live execution, middle office analytics, and regulatory reporting. No bolt-ons. No per-feature paywalls.

📡
Live 700+ Instrument Screener
Full S&P 500 universe (528 tickers) plus EMEA (102 tickers across LSE, XETRA, Euronext) and APAC (73 tickers: Japan, Korea, Taiwan, Australia, Hong Kong, India, Singapore). RSI crossings and MA20 signals detected every 60 seconds. Fundamentals, momentum, and ESG ratings included.
→ Real-time · US + EMEA + APAC · 13 GICS sectors
🔔
Smart Multi-Channel Alerts
Push notifications, Telegram, and email fire the moment a signal crosses. Star a ticker in Favourites and toggle the bell — it gets priority alerting with a 30-minute cooldown instead of 4 hours.
→ Push · Telegram · Email · Per-ticker control
📊
Institutional Portfolio Analytics
FIFO P&L, VaR/CVaR, correlation matrix, Brinson attribution (allocation & selection effects vs SPDR sector ETFs), concentration risk, drawdown waterfall, Sharpe ratio, and Markowitz optimiser. GIPS-compliant TWR/MWR performance, NAV calculation, and 30-day cash flow ladder — all live from your actual holdings.
→ VaR · GIPS TWR/MWR · Brinson Attribution · NAV
🤖
AI-Powered Trading Agent
Claude AI signal generation with live news sentiment (BULLISH/BEARISH/NEUTRAL). ML RandomForest confidence scoring with auto-retraining. Market regime classifier (BULL/NEUTRAL/BEAR/HIGH_VOL) gates autonomous execution — auto-pauses in volatile markets. Strategy explainability and daily briefings via Telegram.
→ Claude AI · ML Confidence · Regime Gate · Audited
📋
Regulatory Reporting Suite
EMIR REFIT XML, SFTR, MiFID II RTS 22/27/28, AIFMD Annex IV, ISO 20022 STP (MT540–547), GIPS performance, and PAD compliance — all one-click export. RSA-2048 signed, SHA-256 hash-chained audit trail meeting MiFID II RTS 24 immutability requirements.
→ EMIR · SFTR · MiFID II · AIFMD · ISO 20022 · GIPS
🔗
Multi-Broker & Multi-Asset Execution
Live equities via Alpaca. Real IBKR fills via FIX 4.2 TCP bridge (IB Gateway, port 4002). Futures trading across 19 contracts on CME, CBOT, NYMEX, COMEX, CFE — front-month auto-resolved. TWAP/VWAP algos, 4-eyes approval workflow.
→ Alpaca · IBKR FIX 4.2 · 19 Futures · TWAP/VWAP
🤖
Claude Portfolio Chat — Live in the Tool
Ask Claude anything about your live portfolio. Why is this position down? Am I too concentrated in tech? What does my VaR figure actually mean? Claude reads your real holdings and answers in plain English — no copy-pasting, no context-switching.
→ Claude AI · Live portfolio context · Instant answers
🔒
Tamper-Proof RSA Audit Trail
Every trade, login, and system action is SHA-256 hash-chained and RSA-2048 signed (PKCS1v15). WORM append-only storage prevents deletion or tampering. Cryptographic verification available at any time — meeting MiFID II RTS 24 Article 72 immutability requirements.
→ RSA-2048 · Hash chain · WORM · MiFID II compliant
🏢
Middle Office Suite
Full GIPS-compliant TWR and MWR performance (chain-linked sub-period returns, Newton-Raphson IRR). Brinson attribution vs SPDR sector ETFs. Daily NAV per unit. 30-day cash flow ladder with T+2 settlement and dividend projections. Internal position reconciliation with blotter-vs-portfolio break detection and one-click resolution.
→ GIPS · Brinson BHB · NAV · Cash Ladder · Reconciliation
📈
Fixed Income, Derivatives & Crypto
Live US Treasury yield curve (2Y–30Y) via FRED with spread analytics. Credit spreads OAS (IG, HY, EM, Fin) from St Louis Fed. Bond calculator with duration, convexity, and yield-to-maturity. Options chain with IV surface. Crypto market data (Fear & Greed, funding rates), crypto holdings P&L, and futures across 19 CME/CBOT/NYMEX contracts.
→ Yield Curve · Credit Spreads · Options · Crypto · Futures

Institutional-grade features.
A fraction of the legacy price tag.

Feature Epoch OMS Legacy Tier-1 OMS Institutional Suite Cloud-Native OMS
Real-time screener + RSI/MA alerts✓ 700+ instruments~ Limited
Portfolio analytics + VaR/CVaR✓ Full suite
EMIR / SFTR / MiFID II reporting✓ One-click XML
AI-powered signals (LLM)✓ Claude AI
Multi-asset futures (19 contracts, CME/CBOT/NYMEX)✓ Live via IBKR~ Limited
RSA-signed tamper-proof audit trail✓ Hash chain + RSA~ Basic logs only
Push notifications + Telegram✓ Real-time
Mobile PWA (no app install needed)✓ Full PWA~ Web-responsive
Middle office (GIPS, Brinson attribution, NAV, Reconciliation)✓ Full suite
Fixed income — yield curve, credit spreads, bond calc✓ Live data, included~ Add-on cost~ Add-on cost
Crypto market data + holdings P&L✓ Live feeds~ Limited
Natural language AI portfolio chat✓ Claude AI
4-eyes maker-checker RBAC workflow✓ Configurable
Autonomous 24/7 AI execution agent (not just signals — actually trades)✓ Fully autonomous
Self-service — live in minutes, no contract, no lock-in✓ Sign up free✗ 6–18 mo deploy
Free tier available✓ Free
Per-user monthly costFrom £0£2,000+£4,000+£1,500+
Pricing

Start free.
Upgrade when you’re ready.

7-day free tier — no credit card required. Cancel monthly plans any time.

Free
£0 / 7 days
Portfolio tracking and paper trading. No credit card required.
  • Portfolio & order management
  • Basic BUY / SELL / HOLD signals
  • 100-ticker watchlist
  • Performance report
  • Live screener alerts
  • Push / Telegram notifications
  • AI trading agent
  • Regulatory reporting
Get Started Free

✓ No commitment  ·  Cancel any time  ·  No lock-in

Trader
£49 / month
Live broker execution and automated agent. For systematic traders.
  • Everything in Pro
  • Live Alpaca broker execution
  • Automated AI trading agent
  • TWAP / VWAP algo orders
  • Portfolio optimiser (Markowitz)
  • VaR / CVaR risk engine
  • Multi-account management
  • Regulatory reporting suite

No credit card · Cancel any time

Enterprise
£99 / month
Full regulatory suite, middle office, multi-user RBAC and API. For funds and compliance teams.
  • Everything in Trader
  • Middle office suite (GIPS, Brinson, NAV, Reconciliation)
  • EMIR REFIT + SFTR + MiFID II + AIFMD export
  • ISO 20022 STP (MT540–547)
  • 4-eyes order approval (RBAC)
  • FIX 4.2 broker integration
  • REST API + OAuth2 + Webhooks
  • Multi-tenant white-label & priority support

No credit card · Cancel any time

Institutional
Custom
For institutions, asset managers and multi-firm deployments. Volume licensing, dedicated support, and custom integrations.
  • Everything in Institutional
  • Dedicated account manager
  • Custom SLA & support contract
  • Private cloud / on-premise deployment
  • Custom data integrations
  • Volume seat licensing
  • Compliance & onboarding documentation
  • Executive reporting suite
Contact Us →

Ready to trade smarter?

Join free today. No credit card, no lock-in. Upgrade only when Epoch OMS has earned it.

Create Your Free Account →
Paper trading only on free tier. Past signals do not guarantee future returns. Not financial advice.